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State Street SPDR Dow Jones Global Real Estate ETF

237 hedge funds and large institutions have $793M invested in State Street SPDR Dow Jones Global Real Estate ETF in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

2% less funds holding

Funds holding: 243237 (-6)

3.11% less ownership

Funds ownership: 67.16%64.04% (-3.1%)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

13% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 85

26% less capital invested

Capital invested by funds: $1.07B → $793M (-$275M)

Holders
237
Holders Change
-6
Holders Change %
-2.47%
% of All Funds
3.99%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
26
Increased
74
Reduced
85
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
AllSquare Wealth Management
New York
$1K -$1.32K -27 -55%
BWL
227
Bogart Wealth LLC
Virginia
$1K
CIAS
228
Capital Investment Advisory Services
North Carolina
$1K
HWA
229
Heritage Wealth Advisors
Virginia
$1K
SBL
230
Sargent Bickham Lagudis
Colorado
$1K
MWM
231
Mascoma Wealth Management
New Hampshire
$1K +$1.18K +24 New
Bank of Montreal
232
Bank of Montreal
Ontario, Canada
$498 +$364K +7,416 +207%
WIM
233
Westside Investment Management
California
$28
TWP
234
Transparent Wealth Partners
Arkansas
-$1.99M -36,908 Closed
Citadel Advisors
235
Citadel Advisors
Florida
-$1.29M -23,832 Closed
FEG
236
Fund Evaluation Group
Ohio
-$497K -9,211 Closed
CWM
237
Centric Wealth Management
Illinois
-$369K -6,823 Closed
BI
238
Berkeley Inc
Idaho
-$362K -6,702 Closed
RCG
239
Regatta Capital Group
California
-$327K -6,050 Closed
BFA
240
Beacon Financial Advisory
Ohio
-$316K -5,845 Closed
FFN
241
Focus Financial Network
Minnesota
-$304K -5,624 Closed
JCIA
242
Jackson Creek Investment Advisors
Colorado
-$261K -4,837 Closed
DI
243
DFPG Investments
Utah
-$234K -4,362 Closed
UCFA
244
United Capital Financial Advisors
Texas
-$224K -4,154 Closed
Truist Financial
245
Truist Financial
North Carolina
-$221K -4,100 Closed
CC
246
Courier Capital
New York
-$220K -4,075 Closed
PGFC
247
Peapack-Gladstone Financial Corp
New Jersey
-$215K -3,989 Closed
Lido Advisors
248
Lido Advisors
California
-$213K -3,950 Closed
AFA
249
American Financial Advisors
Georgia
-$212K -3,918 Closed
SFG
250
Sovereign Financial Group
Connecticut
-$210K -3,894 Closed

RWO Hedge Fund Activity: Q2 2022 in Review

237 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Dow Jones Global Real Estate ETF (RWO) for Q2 2022, worth a combined $793M — down 26% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of RWO and 26 opened new positions — a net loss of 3 holders — while 85 trimmed existing stakes and 74 added.

The largest buyer was State Street, adding an estimated $33.7M. The largest seller was Jones Financial Companies, cutting an estimated $112M.

  • 237 institutional investors held State Street SPDR Dow Jones Global Real Estate ETF (RWO) as of Q2 2022, down from 243 in Q1 2022.
  • Funds reported $793M of State Street SPDR Dow Jones Global Real Estate ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Dow Jones Global Real Estate ETF positions in Q2 2022 and 29 closed out, a net change of -3 holders.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF buyer in Q2 2022 was State Street, an estimated $33.7M added.
  • The largest State Street SPDR Dow Jones Global Real Estate ETF seller in Q2 2022 was Jones Financial Companies, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2022.